Update multiple requests with Group Actions

NEW: Edit multiple requests simultaneously. Click here to learn more.

It's easy to process multiple requests simultaneously on Quartzy! The requests you want to update must all be in the same status. You can select the status of the requests you want to view on the status navigation bar. 

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See it in action:

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1. From the Requests module, select the checkboxes for the items you want to update. 

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2. Click Group Actions and choose an option from the dropdown menu.

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When marking items as Ordered, Admins can easily add a confirmation number, PO number, requisition number, and additional S&H and tax fees to all of the selected requests simultaneously: 

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Edit multiple requests

To add a budget code, confirmation number, requisition number, and/or comment to multiple requests without changing their status, click Group Actions and choose Edit Requests.

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Fill in the field(s) and click Save.

 

Explore Group Actions for Requests

 

Next Up: Manage multiple inventory items with Group Actions

 

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